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The Latest Breaking News from Semiconductor

Why Taiwan Semiconductor and Meta Could Be the Hidden Bull Case for Broadcom

While investors continue to sell Broadcom shares in 2026, news from TSMC and Meta Platforms lends support to a bullish outlook on the stock.

5 ETFs That Could Outperform the S&P 500 in the Next 5 Years

5 ETFs That Could Outperform the S&P 500 in the Next 5 Years

While no one can predict future market movements, there are a handful of ETFs that seem poised for outperformance.

3 ETFs Combining Market-Beating Performance and ESG Goals

3 ETFs Combining Market-Beating Performance and ESG Goals

Investors looking for outstanding returns as well as an adherence to the principles of ESG might start with these three ETFs.

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As Taiwan Semi Hikes Its Dividend 20%, Should You Buy TSM Stock?

Taiwan Semiconductor continues to increase its payout. Is the growth sustainable? Here's what to know.

Small Cap Spike: Semi Stock AEHR Up +40% in 2026 Post-Earnings

Aehr Test Systems has hit the ground running in 2026. See how AI demand is shifting the trajectory of this small semiconductor equipment stock.

Riot Platforms: A $311M AMD Deal Changes the HPC Game

Riot Platforms advances its infrastructure strategy by securing a major power lease with semiconductor giant AMD to host high-performance computing workloads.

‘I’m Also Very Nervous’ TSMC CEO C.C. Wei says on AI Demand. Here’s the $56 Billion ‘Disaster’ Taiwan Semi Wants to Avoid in 2026.

As TSMC ramps up spending, this article explores why CEO C.C. Wei is closely monitoring AI demand and the $56 billion ‘disaster’ the company is determined to avoid in 2026.

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Trump's 25 Percent Tariff on Chip Imports Is Really an Export Tax

The order imposes duties on China-bound AI chips if chipmakers don't invest in American semiconductor fabrication.

Short Squeeze Season: Is Super Micro Ready to Fly?

Short Squeeze Season: Is Super Micro Ready to Fly?

A surge in Super Micro Computer stock highlights a potential turnaround as Taiwan Semiconductor confirms insatiable demand for artificial intelligence.

Tesla Goes All-In on Chipmaking As Musk Backs Dojo3—Can It Beat Nvidia on Value?

Tesla Goes All-In on Chipmaking As Musk Backs Dojo3—Can It Beat Nvidia on Value?

Tesla revives its Dojo3 supercomputer with the AI5 chip, aiming to rival Nvidia on value with cost-effective AI performance; executives and consumers watch if this gamble pays off.

International Business Times

Tesla Goes All-In on Chipmaking as Musk Backs Dojo3—Can It Beat Nvidia on Value?

Tesla Goes All-In on Chipmaking as Musk Backs Dojo3—Can It Beat Nvidia on Value?

Tesla revives its Dojo3 supercomputer with the AI5 chip, aiming to rival Nvidia on value with cost-effective AI performance; executives and consumers watch if this gamble pays off.

International Business Times UK

I saw 2 next-gen 3D TVs without glasses that use a new tech that changes everything — here’s how it works

I saw 2 next-gen 3D TVs without glasses that use a new tech that changes everything — here’s how it works

3D movies without all the downsides? Finally, I might watch Avatar at home

As Trump Hits AMD MI325X Chips with a 25% Tariff, How Should You Play AMD Stock?

As Trump Hits AMD MI325X Chips with a 25% Tariff, How Should You Play AMD Stock?

President Donald Trump announced that AMD and Nvidia will face 25% tariffs on certain chip imports.

Ignore the China Drama and Buy Applied Materials Stock

Ignore the China Drama and Buy Applied Materials Stock

One analyst has a clear message for Applied Materials stock with a rating upgrade.

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Digital Camera World

A new semiconductor tariff is here. But the newest tariff may actually be GOOD news for American photographers

A new 25% tariff on imported semiconductors is now in effect, but the import tax does not affect consumer electronics as originally threatened

The $56 Billion Draft: Follow TSMC’s CapEx Stream

A capital injection into the semiconductor supply chain creates guaranteed revenue for the companies building the infrastructure of the digital economy.

Wells Fargo Can’t Get Enough of These 2 Semiconductor Stocks

Wells Fargo is kicking off 2026 with two massive price target increases that are ahead of the consensus and point to further growth in the semiconductor industry.

Here's What to Expect From Applied Materials' Next Earnings Report

Applied Materials is set to report its first-quarter results soon, and analysts expect a single-digit earnings decrease.

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Tom’s Hardware

U.S. slashes Taiwan tariffs in new semiconductor trade deal — Washington to reduce tariffs to 15% in exchange for $500 billion stateside manufacturing investment

The U.S. and Taiwan trade deal will reduce tariffs to 15% from 20%. It will also pour $250 billion in direct investments in U.S. chip manufacturing, as well as another $250 billion in credit guarantees to Taiwanese tech companies

International Business Times UK

Trump's Taiwan Trade Deal: How a Tiny Island Is Teaching the US How to Build World-Class Industrial Parks Again

Trump signs a $250 billion Taiwan trade deal, boosting US industrial parks, semiconductors, and AI investment.

Nasdaq Futures Climb on AI Optimism

March Nasdaq 100 E-Mini futures (NQH26) are trending up +0.59% this morning, signaling that a tech rally fueled by strong earnings from Taiwan Semiconductor Manufacturing Co., which revived optimism around AI, looks set to continue.

TSMC's Strong Guidance Supports the Stock's Hot Start to 2026

TSMC shares are continuing their ascent in 2026. The company's Jan. 15 earnings release revealed solid beats and guidance that strongly surpassed expectations.

Dow Adds 292 Points as Goldman, Nvidia Soar: Stock Market Today

Taiwan Semiconductor's strong earnings sparked a rally in tech stocks on Thursday, while Goldman Sachs' earnings boosted financials.

Morgan Stanley Says Chip Sales Weakened in November. What Does That Mean for Nvidia Stock?

November semiconductor sales showed some month-to-month softness, but NVDA remains supported by strong AI-driven demand and resilient data center fundamentals.

Taiwan Semi Stock Moves Into Overbought Territory on Earnings Pop, But Is There Still a Case for Buying TSMC Here?

TSMC stock inches higher as the semiconductor behemoth reports market-beating Q4 earnings. A Counterpoint Research analyst explains what will drive TSM shares higher in 2026.

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